Broker Check

Team

Reggie Boan, CPA, CFP®

Wealth Advisor

803-749-7670

reggie.boan@lpl.com

For more than 16 years, Reggie has provided personalized service to his clients that have earned him a reputation of excellence in his industry. He is committed to helping clients stay focused on where they want to go, providing advice...

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Alexander Lewis, CPA, CFP®

Wealth Advisor

803-749-7670

alexander.lewis@lpl.com

Alex is a versatile CPA with a broad range of experience. He works closely with our clients and is dedicated to providing them with quality service. His professional experience includes providing consulting, audit, and tax services to...

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Denise Hansen

Operations Manager

803-749-7670

denise.hansen@lpl.com

Denise is the guru of customer service promoting client satisfaction. She supports the team in all phases of financial services and is the glue at the center of our team. Denise has been in the industry since 1998 and has worked with...

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Allana DeLozier

Administrative Associate

803-749-7670

allana.delozier@lpl.com

Allana “Lanie” joined our office in February of 2015 as an Administrative Associate. She worked with Reggie many years ago during his CPA days and then went to work in higher education for 20 years. Lanie now works...

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